About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The company, which has been criticized over its role in the Trump administration's immigration crackdown, posts a net profit of $609 million. ...

Palantir Technologies CEO Alex Karp defended the firm's surveillance technology as it reported a big jump in sales on Monday, saying it has safeguards to prevent government overreach, without mentioni... ...

Core Insights - Palantir's guidance for the year indicates a projected growth of 61%, significantly exceeding market expectations [1] Group 1 - The company has set ambitious growth targets, reflecting strong confidence in its business model and market demand [1] - This growth projection suggests a robust performance in the upcoming fiscal year, potentially attracting more investor interest [1] - The substantial increase in guidance may indicate successful expansion strategies and product adoption within key sectors [1]

Revenue Growth - U.S. revenue grew 93% year-over-year to $1.076 billion in Q4 2025, with U.S. commercial revenue increasing 137% year-over-year to $507 million[6] - Total revenue for FY 2025 reached $4.475 billion, representing a 56% year-over-year growth[6] - Revenue for Q4 2025 reached $1,406.8 million, a significant increase from $827.5 million in Q4 2024, representing a year-over-year growth of 70%[25] - For FY 2026, Palantir issued revenue guidance of $7.182 - $7.198 billion, with U.S. commercial revenue expected to exceed $3.144 billion, indicating a growth rate of at least 115%[12] Profitability - The company reported a GAAP net income of $609 million for Q4 2025, representing a 43% margin, and a full-year GAAP net income of $1.625 billion, representing a 36% margin[6] - Adjusted income from operations for FY 2025 was $2.254 billion, representing a 50% margin[7] - Adjusted operating margin for Q4 2025 was 57%, up from 45% in Q4 2024, indicating improved operational efficiency[30] - Net income attributable to common stockholders for the year ended December 31, 2025, was $1,625.0 million, compared to $462.2 million in 2024, marking a 251% increase[25] - Adjusted net income attributable to common stockholders for Q4 2025 was $608,676,000, while for the full year it was $1,625,033,000[33] Cash Flow and Liquidity - Cash from operations for FY 2025 was $2.134 billion, representing a 48% margin, with adjusted free cash flow of $2.270 billion, representing a 51% margin[6] - The company generated net cash provided by operating activities of $2,134.5 million for the year ended December 31, 2025, compared to $1,153.9 million in 2024, an increase of 85%[29] - Adjusted free cash flow for the year ended December 31, 2025, was $2,270.4 million, compared to $1,249.2 million in 2024, representing an increase of 82%[31] - Palantir's cash, cash equivalents, and short-term U.S. Treasury securities totaled $7.2 billion, providing a strong liquidity position[6] Customer Growth - The customer count grew 34% year-over-year, indicating strong demand for Palantir's services[6] - Palantir closed 180 deals of at least $1 million, including 61 deals of at least $10 million, with a record total contract value (TCV) of $4.262 billion, up 138% year-over-year[6] Financial Position - Total current assets increased to $8,358.2 million as of December 31, 2025, compared to $5,934.3 million in 2024, reflecting a growth of 41%[27] - Total liabilities increased to $1,412.4 million in 2025 from $1,246.5 million in 2024, a rise of 13%[27] - Cash and cash equivalents decreased to $1,423.8 million in 2025 from $2,098.5 million in 2024, a decline of 32%[27] Stock-Based Compensation - The company reported a stock-based compensation expense of $684.0 million for the year ended December 31, 2025, slightly down from $691.6 million in 2024[29] - The company reported stock-based compensation of $196,405,000 for Q4 2025 and $684,033,000 for the year[33] - Employer payroll taxes related to stock-based compensation amounted to $26,666,000 for Q4 2025 and $156,052,000 for the year[33] Earnings Per Share - Earnings per share attributable to common stockholders, diluted, was $0.63 for the year ended December 31, 2025, compared to $0.19 in 2024, reflecting a substantial increase[25] - Adjusted earnings per share (EPS), diluted, was $0.25 for Q4 2025 and $0.75 for the full year[33] Taxation - The income tax effects and adjustments for Q4 2025 were $(183,774,000) and $(549,480,000) for the full year[33] - The long-term estimated annual effective tax rate for the periods presented is 23.0%[33] Operational Efficiency - The company's Rule of 40 score is an impressive 127%, reflecting a combination of revenue growth and operational efficiency[3]

Core Insights - Palantir exceeded Wall Street's fourth-quarter estimates, driven by increased demand for its artificial intelligence tools from both businesses and the U.S. government [1][4] - The company reported a revenue growth of 70%, reaching $1.41 billion, compared to $827.5 million in the same quarter last year [1][6] - For the fiscal year, Palantir's total sales amounted to $4.48 billion, with U.S. government revenue at $570 million and commercial revenue at $507 million [1][4] Financial Performance - Earnings per share were reported at 25 cents adjusted, surpassing the expected 23 cents [6] - Revenue for the first quarter is projected to be between $1.532 billion and $1.536 billion, exceeding the FactSet estimate of $1.32 billion [3] - For fiscal 2026, the revenue guidance is set between $7.182 billion and $7.198 billion, which is above the FactSet expectation of $6.22 billion [3] Market Position and Demand - The company has experienced a significant boost in demand for its AI systems, particularly from the U.S. government, which saw a 66% growth in this segment [4] - CEO Alex Karp emphasized the importance of investing in AI tools to maintain competitive momentum in the tech industry [2] - Palantir's engagement with the U.S. government has led to a strategic decision to hold off on selling new products to allies due to strong domestic demand [5]

Core Viewpoint - Palantir Technologies' shares experienced a rise of over 2% intraday following an upgrade from William Blair, indicating positive momentum in both government and commercial sectors after a recent selloff [1][2]. Group 1: Stock Upgrade and Market Performance - William Blair upgraded Palantir from Market Perform to Outperform ahead of earnings, citing a significant 30% decline in share price as a buying opportunity [2]. - The firm noted that proprietary tracking data indicates sustained momentum in Palantir's operations, with increased engagement from the current U.S. administration and expanding workflows among enterprise customers [2][5]. Group 2: Financial Expectations and Valuation - The analyst highlighted Palantir's strong performance in the September quarter, referring to it as an exceptional "Rule of 114," with expectations for a robust December quarter [3]. - While acknowledging that Palantir's valuation remains elevated, it is now considered more reasonable in comparison to recent venture capital rounds within the AI ecosystem [3]. Group 3: Market Sentiment and Future Projections - Despite the broader software sector selloff, William Blair anticipates a positive earnings reaction for Palantir based on data and industry discussions [4]. - The firm expects that even if shares decline post-earnings, they will recover to above $200 within the next 12 months due to ongoing growth and margin expansion [4]. - Concerns regarding government diversification away from sole-source analytics providers have diminished under the new administration, reinforcing Palantir's position as a key player in the AI supply chain [5].

Core Insights - Palantir Technologies Inc. is recognized as one of the 10 hottest stocks to buy in 2026, with a price target increase from Citi to $235 and a Buy rating reiterated [1]. Financial Performance - Palantir is expected to report Q4 FY2025 results on February 2, 2026, with projected revenue of nearly $1.34 billion, reflecting over 62% growth year-over-year. Adjusted earnings are anticipated to be around $0.23 per share, indicating more than 64% year-over-year growth [2]. - Over the past year, Palantir's stock has surged by more than 80%, with a consensus median price target of $202.50, suggesting over 38% upside potential [3]. Market Position and Growth Drivers - Phillip Securities initiated coverage on Palantir with a Buy rating and a price target of $208, forecasting sales growth of over 47% year-over-year to $4.2 billion in fiscal 2025, driven by a 51% increase in commercial sales as AI adoption expands beyond defense contracts [4]. - The growth in Palantir's stock and future upside is attributed to strong performance in its commercial business and the increasing adoption of its Artificial Intelligence Platform (AIP) [3]. Company Overview - Palantir Technologies Inc. specializes in developing data integration and analytics platforms for government agencies, military, and corporations, with flagship products Gotham and Foundry supporting various operations including intelligence and enterprise analytics [5].

One under-discussed swing factor is international commercial growth. Management acknowledged U.S. ...

Group 1 - Palantir Technologies Inc. (NASDAQ:PLTR) is viewed positively by Jim Cramer, who believes it is a great opportunity to buy the stock despite its current trading cohort with ServiceNow and Salesforce [1][3] - The company develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, which assist organizations in integrating, analyzing, and acting on complex data [3] - Cramer emphasizes the consistent positive feedback about Palantir's performance, indicating that the company's momentum is not diminishing and it remains a strong investment choice [3] Group 2 - There is a belief that while Palantir has potential, other AI stocks may offer greater upside potential and carry less downside risk [4]